Client Relationship Manager - SA08AE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

The Group Benefits team at The Hartford is actively seeking a highly motivated individual to join our team and contribute to our commitment to excellent customer service.

 
Here, doing things the way they’ve always been done isn’t a part of the job. Here, you’ll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you’ll have any number of opportunities for your career to grow in whatever direction you choose. 

  

Presale/Add Issue Submissions: 

• Partners with Regional Account Executive and Underwriting on plan design and rate negotiations for Add Issue business in Group Benefits 

• Actively supports pre-sale / finalist activities in conjunction with internal business partners.  This includes occasional travel to participate in finalist meetings, typically on short notice.  

   

Implementation: 

• Partners with Implementation Team and Regional Account Executive on data gathering process, including attending calls. 

• Partners with Implementation Team to set appropriate expectations with clients and brokers about standard contract provisions and potential exceptions.
• Effectively communicates guidelines and expectations for Account Administration. 

• Partner with Voluntary Support Team for any voluntary activities. 

• Conducts Welcome Call. 

• Provide Plan Administration review to Employers including, but not limited to portability/conversion, continuation provisions, instructions for calculating premium and premium remittance etc.   

  

Ongoing Service: 

• Sets appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Effectively communicates guidelines and expectations for Account Administration. 

• Effective Customer Service Administration / Issue resolution (liaison with underwriting, claims, billing, etc.). Coordinates the day-to-day service and administrative requirements by effectively assessing customer concerns. 

• Effective Pro-Active Customer / Broker Interface. Effectively plans for and schedules meetings with clients with a specific pro-active agenda. Annual Stewardship meeting with Customer. 
• Promotes Value Added Services and new products, services, and offerings. Ensures contract features and benefits meet client's ongoing needs and administrative procedures. 
• Face to Face client meetings required.
• Makes recommendations for change where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape (mergers & acquisitions).
• Identifies and coordinates annual enrollment activity/communication requirements. Actively supports Book of Business growth objectives. 

• Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers.  This includes stewardship meetings with customers based on each customer’s preference and needs. 

• Collaboration with internal business partners to address customer needs. 

• Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate. 

• Primary liaison between customer, producer, underwriter, voluntary sales manager, and internal business partners to ensure customer needs are addressed, bringing in the right resources at the right time.  

• Partner with Voluntary Support Team for any voluntary activities 

• Maintains all areas of the customer specific records in the appropriate systems.
• Maintains all appropriate case correspondence and relevant account management information, per the Document Management guidelines. 

• Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers 

• Attends and participates in all mandatory training, meetings, etc.  

  

Qualifications: 

• Minimum 2 years of Disability and Life Group Benefits experience, emphasis on account management is preferred. 

• 4-year college degree preferred or equivalent work experience. 

• As a condition of your employment, you must obtain and maintain the Group Life & Health license. 

• Must complete ongoing Continuing Education requirements in a timely manner to maintain license(s).  

• Ability to facilitate meetings and/or present to groups of varying sizes. 

• Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint 

• Excellent verbal and written communication skills.  Will include presentations to Customers. 

• Highly organized, detail oriented and able to manage multiple priorities at once. 

• Ability to build rapport and develop/maintain strong relationships with internal/external partners. 

• Ability to work independently. 

• Some travel is required. 
• Must reside in the Northern California area to be considered.  

  

This role can have a Hybrid or Remote work arrangement.  Candidates who live near one of our offices will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. 

  

For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, MiFi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 5Mbps/30Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit http://www.speedtest.net from your personal computer. 

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$74,400 - $111,600

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

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